以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 证券之星消息，9月26日多元金融板块较上一交易日下跌0.24%，*ST仁东领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。多元金融板块个股涨跌见下表： 从资金流向上来看，当日多元金融板块主力资金净流出6970.66万元，游资资金净流入296.22万元，散户 资金净流入6674.44万元。多元金融板块个股资金流向见下表： ...

每日经济新闻 每经AI快讯，9月26日，多元金融板块走高，越秀资本涨超6%，中油资本、翠微股份、弘业期货、建元 信托等涨幅居前。 ...

南方财经9月26日电，多元金融板块走高，越秀资本涨超8%，中油资本、翠微股份、弘业期货、建元信 托等涨幅居前。 ...

人民财讯9月26日电，9月26日，三大指数集体低开，沪指跌0.35%，深证成指跌0.38%，创业板指跌 0.42%。盘面上，石油、矿物制品、多元金融等板块涨幅居前；供气供热、半导体、医药、建材等板块 跌幅居前。 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603300 | 海南华铁 | 10.15 | 3.36% | 135.11万 | | 13.69亿 | | 600120 | 浙江东方 | 6.44 | 3.21% | 135.57万 | | 8.61亿 | | 002647 | *ST仁东 | 7.51 | 2.60% | 45.89万 | | 3.44亿 | | 600517 | XD国网英 | 5.86 | 1.03% | 27.34万 | | 1.60亿 | | 300773 | 拉卡拉 | 24.11 | 0.75% | 26.94万 | | 6.52亿 | | 600901 | 江苏金租 | 5.60 | 0.54% | 36.28万 | | 2.03亿 | | 000958 | 电投产融 | 6.60 | 0.15% | 39.17万 | | 2.58亿 | | 6650009 | *ST能猫 | 8.11 | -0.25% | 1.59万 | | 1297.87万 ...

Market Overview - The diversified financial sector experienced a decline of 1.56% on September 24, with Lakala leading the drop [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Stock Performance - Notable gainers in the diversified financial sector included Sichuan Shuangma, which rose by 4.65% to a closing price of 22.05, and Yalian Development, which increased by 4.52% to 5.32 [1] - Lakala, on the other hand, saw a decrease of 2.05%, closing at 23.93, with a trading volume of 483,300 shares and a transaction value of 1.156 billion [2] Capital Flow - The diversified financial sector saw a net outflow of 118 million from institutional investors, while retail investors contributed a net inflow of 191 million [2][3] - Among individual stocks, Zhongliang Capital had a net inflow of 60.1 million from institutional investors, while it experienced a net outflow of 34.3 million from retail investors [3]

Market Analysis - The A-share market experienced slight upward movement, with the Shanghai Composite Index and the ChiNext Index's average P/E ratios at 15.73 and 49.46 respectively, indicating a suitable environment for medium to long-term investments [1][2] - Key sectors showing strong performance include multi-financial, optical electronics, photovoltaic equipment, and batteries, while weaker sectors include precious metals, retail, fertilizers, and tourism [1][2] Industry Research - The lithium battery index has outperformed the CSI 300 index since 2025, with a 48.12% increase, surpassing the CSI 300 by 33.71 percentage points [2] - In 2024, the lithium battery sector's revenue was 2.25 trillion yuan, a slight increase of 0.07%, while net profit decreased by 22.02% to 110.14 billion yuan [2] - By the first half of 2025, the sector's revenue reached 1.14 trillion yuan, a 13.78% year-on-year growth, with 67.92% of companies reporting positive growth [2] Electric Vehicle Market - Global and domestic sales of new energy vehicles continue to grow, with significant price differentiation in lithium battery materials; lithium carbonate prices remain under pressure while cobalt-related products have seen price increases due to external policies [3] - In August 2025, 1.395 million new energy vehicles were sold in China, marking a 26.82% year-on-year increase and a 10.54% month-on-month increase [4] Semiconductor Industry - The semiconductor sector showed strong performance in August 2025, with the domestic semiconductor industry index rising by 23.84%, outperforming the CSI 300 index [5] - The integrated circuit segment increased by 31.47%, while discrete devices and semiconductor materials rose by 16.29% and 15.24% respectively [5] Telecommunications Sector - The telecommunications industry index outperformed the CSI 300 index in August 2025, increasing by 33.78% [4] - As of July 2025, 5G mobile phone users accounted for 62.7% of total mobile phone users, with a monthly data usage of 20.91GB per user, reflecting a 12.9% year-on-year increase [4]

Market Performance - The diversified financial sector rose by 0.8% on September 22, with *ST Rendo leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Individual Stock Performance - *ST Rendo (002647) closed at 7.14, up 5.00% with a trading volume of 99,300 shares and a turnover of 70.08 million yuan [1] - Sichuan Shuangma (000935) closed at 21.34, up 4.40% with a trading volume of 264,900 shares and a turnover of 561 million yuan [1] - Nanhua Futures (603093) closed at 21.49, up 2.68% with a trading volume of 112,200 shares and a turnover of 23.4 million yuan [1] - New Power Finance (600318) closed at 9.90, up 1.96% with a trading volume of 177,400 shares and a turnover of 17.3 million yuan [1] - Jianyuan Trust (600816) closed at 3.28, up 1.86% with a trading volume of 2,614,500 shares and a turnover of 857 million yuan [1] Capital Flow Analysis - The diversified financial sector experienced a net outflow of 251 million yuan from institutional investors, while retail investors saw a net inflow of 174 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are more active [2] Detailed Capital Flow by Stock - Zhongliang Capital (002423) had a net outflow of 36.69 million yuan from institutional investors, while retail investors contributed a net inflow of 82.82 million yuan [3] - Bohai Leasing (000415) saw a net inflow of 31.54 million yuan from institutional investors, but a net outflow of 2.42 million yuan from retail investors [3] - Jiangsu Jinzu (600901) had a net inflow of 19.62 million yuan from institutional investors, with retail investors showing a net outflow of 18.09 million yuan [3]

Core Viewpoint - Four listed companies, Fudan Fuhua, Sike Rui, Juewei Food, and Chuangyi Information, announced financial fraud, leading to risk warnings and a collective trading suspension, affecting nearly 200,000 shareholders [1][3][4] Group 1: Company Announcements - The four companies will be placed under special treatment ("ST") due to financial fraud, with trading suspended for one day starting Monday [1][4] - The announcement has caused significant concern among shareholders, including long-term investors and new entrants [3] Group 2: Regulatory Environment - The regulatory authorities have taken a strong stance against financial fraud, with recent cases leading to trading suspensions for companies like ST Hongyang and ST Zhongli [4][5] - The China Securities Regulatory Commission (CSRC) is intensifying its focus on information disclosure, which has become a critical area of scrutiny [5][7] Group 3: Market Reactions - The market has shown cautious trading behavior, with a notable decrease in trading volume and mixed performance across sectors [9] - Despite the recent turmoil, there are positive signals from foreign investment, with Goldman Sachs recommending an overweight position in Chinese stocks [11] Group 4: Economic Context - The People's Bank of China and other financial regulators are expected to provide insights into the financial sector's development during an upcoming press conference [8] - The recent interest rate cut by the Federal Reserve may positively impact domestic equity assets, particularly growth-oriented stocks [12]

Investment Rating - The report maintains an "Overweight" rating for the non-bank financial industry [1] Core Views - The fundamentals of the non-bank financial industry show a positive trend with high certainty of recovery in valuations for insurance and brokerage firms [1] Summary by Sections Non-Bank Financial Sub-Industry Performance - In the recent five trading days (September 15-19, 2025), only the diversified financial sector outperformed the CSI 300 index, with diversified finance down 0.03%, securities down 3.55%, insurance down 4.80%, and the overall non-bank financial sector down 3.80% [10][11] - Year-to-date performance shows diversified finance up 11.54%, insurance up 5.74%, brokerage up 4.47%, and the overall non-bank financial sector up 5.27%, while the CSI 300 index is up 14.41% [11][12] Securities Sector - Trading volume has significantly increased year-on-year, with the average daily trading volume for September reaching CNY 28,214 billion, up 209.19% year-on-year and 7.65% month-on-month [16] - The margin trading balance as of September 18 was CNY 24,025 billion, up 75.22% year-on-year and 28.85% since the beginning of the year [16] - The average price-to-book (PB) ratio for the securities industry is projected at 1.3x for 2025, with recommendations for leading firms benefiting from active capital market policies, such as CITIC Securities and Dongfang Zhi Tong [21] Insurance Sector - The net profit of listed insurance companies showed a slight increase, with a total net profit of CNY 1,782 billion in the first half of 2025, a year-on-year growth of 3.7% [23] - The new business value (NBV) for life insurance remains high, with significant growth rates reported by major firms, driven by improved value rates due to declining interest rates and increased new premium sales [23] - The insurance sector's valuation is currently at 0.65-0.86 times the 2025E P/EV, which is considered historically low, maintaining an "Overweight" rating [27] Diversified Financial Sector - The trust industry saw its total assets reach CNY 29.56 trillion by the end of 2024, a year-on-year growth of 23.58%, although profits have significantly declined [29] - The futures market experienced a trading volume of 10.59 billion contracts in July, with a transaction value of CNY 71.31 trillion, reflecting year-on-year growth of 48.89% and 36.03% respectively [36] - The report suggests that innovation in risk management will be a key direction for the futures industry moving forward [41] Industry Ranking and Key Company Recommendations - The recommended ranking for the industry is insurance > securities > diversified finance, with key recommendations including China Ping An, New China Life, China Pacific Insurance, CITIC Securities, and Dongfang Zhi Tong [47]